“What you didn’t know about longevity— shouldn’t limit you or your planning business!”
Mark Pace
Longevity arbitrage and business development expert. Sought-after main stage, workshop and private group presenter.
Get Ideal Prospects Calling to Hire You
Mark delivers mind-blowing new data about lifespan and how financial planners can change their business to:
- Differentiate themselves in a big way from other planners
- Deliver “raving fan” client experiences
- Get ideal prospects calling to hire them
- Personally live better longer and make more money than they ever thought possible!
“Hearing you speak ONCE changed how I run my business!”
Mark Clure, CFP®
Who is Mark Pace?
- Industry-leading longevity arbitrage expert, helping wealthy clients outsmart insurance companies for over 30 years
- Sought-after main stage, workshop, and study-group presenter for 25 years (live and virtual)
- Co-founder of the Vital Longevity Institute and creator of the Complete Wealth Planning System
Mark delivers never before heard, business and life-changing messages successful insurance professionals, financial planners, wealth managers, family offices, and their clients need to hear!
POWERFUL, NEW, and ACTIONABLE
Mark delivers powerful keynote, breakout, and private group presentations (live and virtual) including:
The Vital Longevity Breakthrough:
This startling actuarial science-based presentation reveals:
- Why wealthy Americans are living 15 to 20 years longer than they and their advisors think possible
- The damage this miscalculation is causing to how we manage our wealth, health, relationships, and our ability to make a difference far longer and greater than we ever thought possible
- And, most importantly, it provides a powerful, inspiring and practical way to combat this society-wide tragic waste of human potential
The Referral Multiplier
A ground-breaking method advisors can quickly and easily integrate into their existing business and service models to:
- Turn their best clients into powerful, eager, and effective introducers to great, new prospects
- Deeply engage clients to create raving fans
- Maximize client retention and revenue at the same time
- Get ideal prospects calling to hire you
The Complete Wealth Transformation
Audiences learn a new way of looking at wealth that:
- Multiplies the impact advisors can have on their clients’ success, sense of purpose, fulfillment in life, and peace of mind
- Dramatically differentiates advisors from their competition
- Make more money, have more time and fun
- Make a significant, positive difference much larger and longer than they ever thought possible
Other presentations can be custom created for your specific audience and needs.
Your client conversations are repetitive and boring.
You’re working longer and harder than ever.
Searching for new prospects is exhausting.
Onboarding so-so clients is demoralizing.
Having to justify your fees is painful.
You deserve better…
You deserve to have ideal prospects calling to hire you.
You’ve done the work now reap the rewards!
Mark has spoken at...
- Financial Planning Association (FPA):
- National Annual Meeting – 400 people
- Numerous local association meetings
- Society of Financial Services Professionals (formerly CLU)
- Estate Planning Association Meetings from Florida to Alaska
- Todorovich Lecture, New York (w/Dick Ocean)
- National Association of Insurance and Financial Advisors (NAIFA)
- Center for Tax Strategies and Resources
- American Institute of CPAs
- Attorneys for Family Held Enterprises
- Wealth Counsel, LLC
- Many private study groups
